Strategic Operations Specialist

Lever, Inc.; México; A distancia; MXN 500.000 - 800.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote working arrangement

Performance-based incentives

Descripción de la vacante

Lever, Inc. seeks a Strategic Operations Specialist based in Mexico to organize critical workflows, support deal sourcing, investor communications, and document management.

You will maintain CRM data, coordinate leadership schedules, and drive process improvements using AI-enabled tools in a fully remote setting. You will work with Airtable, HubSpot, and Salesforce to streamline recurring tasks, improve efficiency, and scale operations while communicating professionally with investors and

Formación

• Strong organizational skills with ability to create workflows and checklists.
• Experience in operations, executive support, or investment ops is valuable.
• Proactive, able to anticipate needs and drive projects independently.
• Excellent written and verbal communication with investors and partners.
• Attention to detail and accuracy in CRM, documents, and data.
• Professionalism, discretion, and confidentiality.
• Comfort with Airtable, HubSpot, or Salesforce.
• Interest in using AI tools to summarize information and improve workflows.
• Strong research and analytical capabilities to turn info into insights.
• Able to work autonomously in a remote environment.
• Reliable high-speed internet and a dedicated workspace.

Responsabilidades

• Manage inbound inquiries from prospective searchers and investors.
• Maintain and organize CRM records with accurate pipeline data.
• Organize financial documents for decision making.
• Support deal-flow operations by tracking opportunities and follow-ups.
• Coordinate leadership schedules, meetings, and follow-ups.
• Identify upcoming needs and own follow-ups without direction.
• Research opportunities and prepare concise summaries for review.
• Develop repeatable workflows and checklists to improve efficiency.
• Use AI tools to summarize info and draft communications.
• Identify bottlenecks and suggest practical improvements.
• Handle sensitive information with discretion and confidentiality.

Conocimientos

Strong organizational skills

Proactive

Communication skills

Attention to detail

Discretion and confidentiality

Autonomous work

Herramientas

Airtable

HubSpot

Salesforce

Descripción del empleo

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Strategic Operations Specialist based in Mexico.

You will play a key role in keeping critical operational and investment workflows organized, efficient, and moving forward.
Your work will support deal sourcing, investor communications, document management, scheduling, and day-to-day coordination.
You will act as a reliable operational partner, helping leadership stay focused on strategic priorities by taking ownership of essential processes.
The role combines structured administration with process improvement, research, CRM management, and technology-enabled workflows.
You will use modern tools, including AI solutions, to organize information, streamline communications, and make recurring processes more efficient.
Success in this position requires strong attention to detail, proactive ownership, sound judgment, and a high level of professionalism.
As part of a remote team, you will have the opportunity to make a tangible impact by helping build scalable systems that support continued growth.

Accountabilities

• Manage inbound inquiries from prospective searchers and investors, ensuring requests are handled promptly, professionally, and accurately.
• Maintain and organize CRM records, ensuring critical pipeline and relationship information remains accurate, complete, and accessible.
• Organize financial documents and other important business information to create a reliable source of truth for decision-making.
• Support deal-flow operations by tracking opportunities, follow-ups, and relevant information throughout the pipeline.
• Coordinate leadership schedules, office hours, meetings, follow-ups, and other administrative activities.
• Proactively identify upcoming needs and take ownership of follow-ups and coordination without requiring constant direction.
• Research potential opportunities and prepare clear, concise summaries and information for internal review.
• Develop and improve repeatable workflows, checklists, and operational processes to increase efficiency and consistency.
• Use AI-powered tools to summarize information, organize data, draft communications, and streamline recurring tasks.
• Help identify operational bottlenecks and recommend practical improvements that enable the business to scale effectively.
• Handle sensitive business, financial, and investor information with a high degree of discretion and confidentiality.

Requirements:

• Strong organizational skills and a natural ability to structure complex information into clear workflows, checklists, and systems.
• Experience in operations, executive support, administrative coordination, investment operations, or a related field is valuable.
• Highly proactive approach, with the ability to anticipate needs, manage follow-ups, and move projects forward independently.
• Excellent written and verbal communication skills, with the ability to communicate professionally with investors, business partners, and internal stakeholders.
• Strong attention to detail and accuracy when working with CRM records, financial documents, correspondence, and operational data.
• High level of professionalism, discretion, and confidentiality when handling sensitive information.
• Comfortable working with CRM and productivity platforms such as Airtable, HubSpot, or Salesforce.
• Interest in and willingness to use AI tools to summarize information, organize data, and improve communication workflows.
• Strong research and analytical skills, with the ability to gather information and turn it into useful summaries and insights.
• Ability to work autonomously in a remote environment while maintaining accountability for deadlines and deliverables.
• Reliable high-speed internet connection and a dedicated, quiet home workspace suitable for focused work and professional virtual meetings.

Benefits:

• Comprehensive HMO health coverage through a leading provider.
• Group life insurance for additional financial protection.
• Paid leave credits to support rest, recovery, and personal well-being.
• Government-mandated benefits provided in accordance with applicable requirements.
• Performance-based incentives.
• Overtime pay for eligible additional working hours.
• Night differential pay for eligible work performed during late hours.
• 13th month pay.
• Fully remote working arrangement.
• Opportunity to develop operational, organizational, and technology skills while contributing to scalable business processes.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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